Cross-vertical

Automate Trello with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Trello. It runs 7 supported actions in Trello, including card moved, card archived, and create card, and connects it to Asana, Monday, and Jira. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Trello integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Trello and every tool it touches, including the screens with no API.

Supported actions7

New cardTriggers when a new card is added to a list.
Card movedTriggers when a card is moved to a different list.
Card archivedTriggers when a card is archived.
Create cardAdd a new card to a list with description and members.
Move cardMove a card between lists or boards.
Add commentPost a comment on a card.
Add attachmentAttach a file or URL to a card.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Building on the Trello API?Visit trello.com

How to automate Trello

Connect Trello to Caddi
Allow
1Sign in to Trello
One click with your own Trello login. No API keys.
Automate docketed mail uploads in Trello.
ScreenshareType it
2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.

The details

What Caddi does with Trello

Why teams automate Trello

Trello is the lightweight ops board — Caddi AI Agents keep each board in sync with the firm's heavier systems of record.

Trello cards drift the moment people stop dragging them. Caddi keeps the boards current automatically and posts the right status back to upstream tools.

Loops Caddi runs against Trello

Docketed Mail Uploads
Real customer flow
Caddi cross-checks docketed mail items, uploads the required documents to the board mail folder, and archives processed files.
Board mail records stay complete, organized, and easier to maintain.
Matter Transfer Reassignment
Real customer flow
1. Trello
2. Clio
Caddi identifies unprocessed case transfers and reassigns matters across task and tracking systems, reducing manual cross-system handoff updates.
Case reassignments are completed consistently across matter, task, and tracking systems.
SOL Tracker Updates
Real customer flow
Caddi pulls matter tracking details and updates the statute of limitations tracker sheet alongside Trello boards.
SOL tracking stays current and easier to manage.
Inbound-to-card
Recommended pattern
Caddi reads inbound work-request emails and opens the matching Trello card with the right list, labels, and attachments.

Where professional services teams use it

Inbound triage
Watch Trello for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.
Cross-tool data sync
Keep Trello in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Trello alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Trello update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Trello

Does Caddi have a real Trello integration?

Yes. Caddi runs verified code against Trello's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Trello is reviewed before it runs in production.

Do I need engineering help to automate Trello with Caddi?

No. You demonstrate the workflow, clicking through Trello the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Trello data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Trello, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Trello to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Trello, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Trello?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Browse all